Finance

Accounts Receivable Lead

Remote | Full-time

We enable Plaid’s sustainable growth by providing financial insights and raising capital to invest in our business.

At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 11,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Salt Lake City, Washington D.C., London and Amsterdam.

Plaid is looking for an Accounts Receivable Lead to help manage the global accounts receivable portfolio in an efficient and customer-focused manner. This role is integral in ensuring timeliness of collections and responses to internal and external billing inquiries, supporting payment applications processes end-to-end, and driving effective AR process improvements, all while creating a positive billing experience for our customers. The ideal candidate is a highly effective communicator who is organized, forward-thinking and able to work independently. This role reports to the Revenue Accounting Manager.

What excites you...

  • Researching and resolving customer inquiries related to billing including payment methods, payment/credit application, etc. and escalating product billing issues as needed.
  • Developing and maintaining effective relationships with internal stakeholders to escalate and resolve billing and payment issues.
  • Managing collections efforts; leading monthly status meetings with Finance leadership and cross-functional stakeholders to highlight and triage key overdue accounts.
  • Assisting with monthly and quarterly close activities, including credit memo review and application, journal entries (bad debt expense and AR write offs), cash/AR reconciliations, and fluctuation analyses.
  • Coordinating with external auditors to ensure timely completion of audit requests relating to AR and customer deposit bank accounts.
  • Creating and maintaining documentation around AR processes, policies, and procedures to drive greater efficiency and a better experience for our stakeholders.
  • Partnering with management to select and implement AR management/collections software.

What excites us...

  • 5+ years of progressive experience with billing and collections.
  • Bachelor’s degree in Accounting, Business Administration/Management, or a related field.
  • Self-starter with highly developed analytical, problem-solving, and communication skills (written and verbal).
  • Demonstrated experience addressing a high volume of billing/collections inquiries autonomously; comfortable operating in a fast-paced environment and adhering to tight deadlines.
  • Business partnering experience with both internal and external stakeholders; a commitment to excellent customer service.
  • Strong knowledge of Excel (VLOOKUPs, sumifs, pivot tables) and experience working with large data sets.
  • Experience with NetSuite (or another major ERP) and Salesforce.
  • Systems implementation experience is a plus.
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.

Please review our Candidate Privacy Notice here.
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